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Associate Relationship Manager Jobs (NOW HIRING)

Balentine

Associate Relationship Manager

Atlanta, GA · On-site

Associate Relationship Manager Balentine is seeking an Associate Relationship Manager (ARM) who will work closely with our Relationship Management team. In this role, the ARM will support and ...

Flagstar Bank

Associate Relationship Manager

New York, NY · On-site

$61K - $107K/yr

Position Title Associate Relationship Manager Location New York, NY 10018 Job Summary The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the ...

Wells Fargo

Associate Relationship Manager

Irvine, CA · Hybrid

Associate Relationship Managers work alongside Senior Relationship Managers and engage in real client situations to support the growth of our business.Combination of formal training, on the job ...

Wells Fargo

Associate Relationship Manager

Miami, FL · Hybrid

Associate Relationship Managers work alongside Senior Relationship Managers and engage in real client situations to support the growth of our business.Combination of formal training, on the job ...

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$25K

$47.1K

$67K

How much do associate relationship manager jobs pay per year?

As of Jun 5, 2026, the average yearly pay for associate relationship manager in the United States is $47,089.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $50,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by Associate Relationship Managers in building client trust and how can they overcome them?

Associate Relationship Managers often face challenges in establishing credibility and building trust with clients, especially when starting out or inheriting new accounts. Clients may be hesitant to share sensitive information or may have high expectations for prompt, tailored solutions. To overcome these challenges, it's important to communicate proactively, demonstrate a strong understanding of the client's business needs, and follow through consistently on promises. Developing strong product knowledge and collaborating closely with senior team members can also help build confidence and foster long-term relationships.

What are the key skills and qualifications needed to thrive as an Associate Relationship Manager, and why are they important?

To thrive as an Associate Relationship Manager, you need a strong foundation in finance, client relationship management, and business development, typically supported by a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial analysis tools, and sometimes certifications like FINRA Series 7 or 63 are often expected. Exceptional interpersonal skills, proactive communication, and problem-solving abilities help build trust and rapport with clients. These competencies are vital for effectively managing client portfolios, driving business growth, and ensuring high client satisfaction in a competitive financial services environment.

What does an Associate Relationship Manager do?

An Associate Relationship Manager is responsible for supporting senior relationship managers in building and maintaining strong relationships with clients, typically in financial institutions or banks. They assist with client onboarding, address customer inquiries, and help identify opportunities to offer additional products and services. Their role also involves preparing reports, analyzing client portfolios, and ensuring client satisfaction. By working closely with clients and internal teams, they help drive business growth and ensure clients’ financial needs are met.

What is the difference between Associate Relationship Manager vs Client Relationship Associate?

AspectAssociate Relationship ManagerClient Relationship Associate
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, customer service experience
Work EnvironmentFinancial institutions, client-facing roles, team-basedBank branches, customer service centers, client support
Employer & Industry UsageBanking, wealth management, financial servicesBanking, retail banking, financial institutions
Comparison Search IntentUnderstanding role differences, career progressionCustomer service, client interaction roles

The Associate Relationship Manager typically handles client portfolios, builds relationships, and supports senior managers in financial institutions. The Client Relationship Associate focuses more on customer service, onboarding, and daily client interactions. While both roles require similar educational backgrounds, the Associate Relationship Manager often involves more strategic client management and financial knowledge, making it a step up in responsibility and scope.

More about Associate Relationship Manager jobs
What cities are hiring for Associate Relationship Manager jobs? Cities with the most Associate Relationship Manager job openings:
What are the most commonly searched types of Relationship Manager jobs? The most popular types of Relationship Manager jobs are:
What states have the most Associate Relationship Manager jobs? States with the most job openings for Associate Relationship Manager jobs include:
What job categories do people searching Associate Relationship Manager jobs look for? The top searched job categories for Associate Relationship Manager jobs are:
Associate Relationship Manager jobs near you
Infographic showing various Associate Relationship Manager job openings in the United States as of May 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,089 per year, or $22.6 per hour.
Associate Relationship Manager

Associate Relationship Manager

Balentine

Atlanta, GA • On-site

Full-time

Posted 17 days ago

Job description

We're Hiring:
Associate Relationship Manager
Balentine is seeking an Associate Relationship Manager (ARM) who will work closely with our Relationship Management team. In this role, the ARM will support and collaborate with the firm's Relationship Managers to provide a first-class experience to existing and prospective clients. The ARM will have direct client responsibility and must be able to maintain and cultivate strong networks with various functional teams within the firm, and in the existing and prospective client spheres of influence.
The successful candidate will have demonstrated experience in the field of investment management and is a self-starter with both a proactive mentality and a growth mindset. The candidate should be highly professional and should possess excellent communication skills. We are an entrepreneurial organization with a successful track record of delivering consistent long-term investment returns achieved by demanding expectations, and we are looking for a candidate who would be enthusiastic to work in this environment.
There is an opportunity to thrive either within the ARM role or on a defined trajectory to becoming a Relationship Manager.
Responsibilities
The ultimate goal of this position is for the Associate Relationship Manager to assume comprehensive management of the day-to-day needs of the firm's clients, thereby permitting the Relationship Managers to focus on client acquisition and retention.
The success of the role is demonstrated by the ability to complete the following:
Client and Prospect Meetings
  • Lead and manage the preparation for all client meetings.
  • Attend client meetings, prepare meeting summaries, and oversee follow-up correspondence and next steps for clients.
  • Initiate pre-meeting huddles for client and prospect meetings, including collaboration with members of other teams within the firm to deliver tailored client-facing reports and presentations.
  • Collaborate with the Administrative Associate, Reporting Team, and IST Portfolio Analyst to review and verify client performance reports.

Financial Planning
  • Perform and supervise data entry for eMoney financial plans, balance sheets, and other client forms for prospects and clients.
  • Review Holistiplan reports and communicate recommendations to clients.
  • Create and review Implementation Plans to ensure the strategy and model align with client goals.
  • Assist in developing estate plan recommendations.
  • Utilize Riskalyze with clients and prospects to understand clients' risk comfort.

Day-to-Day and Account Oversight
  • Serve as the liaison between the Relationship Manager(s), Relationship Associate(s), and Administrative Associate(s) in connection with the daily management of clients.
  • Monitor portfolios to review and recommend asset allocation to maintain strategies based on client goals.
  • Provide proactive tax-related support, working closely with clients' CPAs to ensure timely and accurate tax data sharing.
  • Serve as investment team liaison. Provide suggestions for clients to participate in Private Capital.

Qualifications
  • Bachelor's degree
  • 5+ years of experience in investment management or portfolio construction
    • 3+ years of client-facing experience
  • Willingness to achieve CFP or other industry certification
  • Ability to interpret financial data, monitor portfolios, and recommend investment strategies aligned with client goals
  • Technologically savvy and proficient
    • Superior Excel skills
    • Proficiency with eMoney, Addepar, RedBlack, Box, Salesforce, and NetX360 strongly preferred; experience with similar program types required

Competencies
While we acknowledge there can be multiple approaches to a job well done, the below competencies outline some of the characteristics that we expect to contribute to the success of this position.
+ Professional and Courteous
  • Ability to maintain uncompromising levels of confidentiality
  • Ability to interact with all people in a polite manner and a positive attitude
  • Ability to have a positive impact on the people around you

+ Emotional Intelligence and Interpersonal Skills
  • Ability to read and connect with people and respond accordingly in varying situations
  • Ability to recognize own and others' emotions and use them to create positive interactions

+ Organized and Productive
  • Ability to structure responsibilities, tasks, and project management to eliminate wasted time and efforts
  • Ability to manage multiple projects and competing priorities without missing deadlines
  • Ability to self-manage, prioritize, and produce quality work in both individual and team environments
  • Ability to maintain a proactive approach complemented by a high energy level

+ Calm Under Pressure / Unflappable
  • Ability to respond calmly and maintain performance standards in a busy office setting
  • Ability to maintain high service standards and problem-solve effectively when faced with new challenges

+ Adaptable and Reliable
  • Ability to remain unperturbed by changing priorities and conditions
  • Ability to shift concentrations throughout the day
  • Ability to always arrive on time and prepared

Compensation
Balentine offers a competitive compensation package, including an attractive base salary and benefits.
Company Overview
Balentine LLC is a boutique wealth management firm with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. At Balentine, everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships and results and has created an environment where motivated people flourish.
Balentine's culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.

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